Seasonal Tax Pro: Expert Advisor for Savvy Clients

H&R Block; Mountain View (AZ); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Training and development

Job summary

H&R Block in Mountain View, AZ seeks an experienced Seasonal Tax Professional to prepare accurate returns, interview clients, and uncover savings opportunities with our trusted guidance and advanced tools. You’ll build lasting client relationships while delivering empathetic, consultative service and supporting IRS-related needs.

You’ll join a training-forward team, with an incentive plan and competitive hourly rate as you grow your tax expertise and serve clients through the busy season.

Qualifications

• Complete the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Client communication

Tax preparation experience

Advisory/consultative experience

Education

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Mountain View, AZ seeks an experienced Seasonal Tax Professional to prepare accurate returns, interview clients, and uncover savings opportunities with our trusted guidance and advanced tools. You’ll build lasting client relationships while delivering empathetic, consultative service and supporting IRS-related needs.

You’ll join a training-forward team, with an incentive plan and competitive hourly rate as you grow your tax expertise and serve clients through the busy season.